Insightly
CRM with lead, opportunity and project management for small and mid-sized businesses.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password, API key
02Data
What you can sync.
- Contacts
- Organisations
- Leads
- Opportunities
- Projects
- Tasks
Join Insightly contacts with billing, support and product usage to see each account in full.
Need more? Name any other Insightly data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
- An API key
Insightly uses a username and password or an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Insightly if you need help.
04How it works
How it works in DataMind.
-
Pick Insightly.
Open Lake, pick Insightly in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Insightly API docs.
-
Answer a few questions.
The AI reads the Insightly documentation, then asks which credentials you will use, which data to sync (for example contacts and organisations), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Insightly data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
